Marcum Wealth
Entity

  • Marcum Wealth

    Created in 2021


  • Up & running (A)
    Existing signals show a regular activity

  • Social networks

    96 713 1,121 176

  • Activities

    fintech insurtech

  • Entity types

    SMB

  • Location

    6685 Beta Dr, Mayfield, OH 44143, USA

    Mayfield

    United States of America

  • Employees

    Scale: 11-50, 51-200

    Estimated: 57

  • Engaged catalyst

    1
    0 0

  • Added in Motherbase

    6 years, 1 month ago
Description
  • Value proposition

    Our mission is to provide you with the tools and resources to help you become an effective “CEO of your money”TM.

    At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”TM.

    As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals.

    Legal Notice: www.marcumwealth.com/legal

    Family Wealth Management, Wealth Management, Plan Sponsor, Retirement Planning, Retirement Plan Services, 401(k), Financial Planning, and Investment Planning

  • Marcum Wealth | Your One-Stop Team of Trusted Advisors

    At Marcum Wealth, our mission is to provide you with the resources, expertise and technology to help you become an effective CEO of your money.

    • https://www.marcumwealth.com/
Catalyst interactions
Catalyst TypeTweets Articles
Financial Times
Financial Times
Media, Newspaper Publishing
Financial Times
Media, Newspaper Publishing 		Other

11 Nov 2014


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